Brooks and Joan Fortune Family
NAPLES, FL EIN: 31-1225136
Financial Overview
From 2025 IRS Form 990-PF
Total Assets
$12.2M
+24.6% YoY
Annual Giving
$775K
+10.2% YoY
Grant Count
86
+30.3% YoY
Avg Grant Size
$9K
-15.4% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $12,241,188 | $9,821,086 | $9,608,541 |
| Revenue | $3,529,090 | $1,131,272 | $1,029,918 |
| Expenses | $1,108,988 | $918,727 | $1,064,637 |
| Qualifying Distributions | $839,816 | $750,460 | $901,235 |
| Net Investment Income | $400,215 | $991,321 | $888,097 |
| Distributable Amount | $1,080,445 | $829,942 | $769,411 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
339 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Brooks and Joan Fortune Family fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN B FORTUNE MD | PRESIDENT | 4 | — |
| JANELLEN FORTUNE | VICE PRESIDENT | 4 | — |
| JENNIFER FLANIGAN | DIRECTOR | 2 | — |
| STEPHANIE ZAISER | SECRETARY/TREASURER | 2 | — |
| LENOIR EDWARD ZAISER IV | DIRECTOR | 2 | — |
| ERIN HUDGINS | DIRECTOR | 2 | — |
| CORIE CULP | DIRECTOR | 2 | — |
| NEELY FORTUNE | DIRECTOR | 2 | — |
| BROOKS FORTUNE | DIRECTOR | 2 | — |
| TINA KILLORAN | EXECUTIVE DIRECTOR | 15 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Florida $1.6M (37%)
Indiana $958K (22%)
South Carolina $646K (15%)
New York $304K (7%)
District of Columbia $265K (6%)
Massachusetts $248K (6%)
Vermont $118K (3%)
Colorado $79K (2%)
+17 more states
States
Cities
AikenAndoverArlingtonArvadaAthensAtlantaBartlesvilleBelfryBloomingtonBoca RatonBonita SpringsBostonBoynton BeachBradentonBrattleboroBurlingtonCambridgeCarmelCharlestonChittenden
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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